Commonwealth Equity Services’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Sell |
135,709
-1,030
| -0.8% | -$75.7K | 0.01% | 908 |
|
|
2025
Q1 | $9.73M | Sell |
136,739
-1,559
| -1% | -$111K | 0.01% | 882 |
|
|
2024
Q4 | $8.09M | Sell |
138,298
-1,287
| -0.9% | -$75.3K | 0.01% | 942 |
|
|
2024
Q3 | $7.92M | Sell |
139,585
-2,248
| -2% | -$128K | 0.01% | 952 |
|
|
2024
Q2 | $7.43M | Buy |
141,833
+3,497
| +3% | +$183K | 0.01% | 957 |
|
|
2024
Q1 | $8.16M | Sell |
138,336
-2,015
| -1% | -$119K | 0.01% | 892 |
|
|
2023
Q4 | $6.62M | Buy |
140,351
+32,927
| +31% | +$1.55M | 0.01% | 942 |
|
|
2023
Q3 | $4.55M | Buy |
107,424
+11,067
| +11% | +$468K | 0.01% | 1080 |
|
|
2023
Q2 | $3.83M | Buy |
96,357
+34,632
| +56% | +$1.38M | 0.01% | 1199 |
|
|
2023
Q1 | $2.56K | Buy |
61,725
+16,074
| +35% | +$667 | 0.01% | 1405 |
|
|
2022
Q4 | $2.21M | Buy |
45,651
+6,153
| +16% | +$298K | 0.01% | 1437 |
|
|
2022
Q3 | $1.7M | Sell |
39,498
-87
| -0.2% | -$3.74K | ﹤0.01% | 1534 |
|
|
2022
Q2 | $1.8M | Buy |
39,585
+10,671
| +37% | +$485K | ﹤0.01% | 1499 |
|
|
2022
Q1 | $1.28M | Buy |
28,914
+1,174
| +4% | +$52.1K | ﹤0.01% | 1805 |
|
|
2021
Q4 | $1.02M | Sell |
27,740
-4,534
| -14% | -$166K | ﹤0.01% | 1975 |
|
|
2021
Q3 | $1.05M | Buy |
32,274
+1,874
| +6% | +$60.9K | ﹤0.01% | 1891 |
|
|
2021
Q2 | $1.01M | Sell |
30,400
-641
| -2% | -$21.2K | ﹤0.01% | 1907 |
|
|
2021
Q1 | $1.04M | Buy |
31,041
+10,746
| +53% | +$360K | ﹤0.01% | 1762 |
|
|
2020
Q4 | $599K | Sell |
20,295
-1,150
| -5% | -$33.9K | ﹤0.01% | 2029 |
|
|
2020
Q3 | $582K | Buy |
21,445
+2,493
| +13% | +$67.7K | ﹤0.01% | 1861 |
|
|
2020
Q2 | $482K | Buy |
18,952
+1,438
| +8% | +$36.6K | ﹤0.01% | 1911 |
|
|
2020
Q1 | $406K | Buy |
17,514
+841
| +5% | +$19.5K | ﹤0.01% | 1838 |
|
|
2019
Q4 | $512K | Buy |
16,673
+1,211
| +8% | +$37.2K | ﹤0.01% | 1899 |
|
|
2019
Q3 | $496K | Buy |
15,462
+1,669
| +12% | +$53.5K | ﹤0.01% | 1832 |
|
|
2019
Q2 | $404K | Buy |
13,793
+104
| +0.8% | +$3.05K | ﹤0.01% | 1964 |
|
|
2019
Q1 | $343K | Sell |
13,689
-216
| -2% | -$5.41K | ﹤0.01% | 2040 |
|
|
2018
Q4 | $304K | Sell |
13,905
-95
| -0.7% | -$2.08K | ﹤0.01% | 2000 |
|
|
2018
Q3 | $331K | Sell |
14,000
-212
| -1% | -$5.01K | ﹤0.01% | 2087 |
|
|
2018
Q2 | $305K | Buy |
14,212
+533
| +4% | +$11.4K | ﹤0.01% | 2104 |
|
|
2018
Q1 | $294K | Sell |
13,679
-5,950
| -30% | -$128K | ﹤0.01% | 2078 |
|
|
2017
Q4 | $417K | Buy |
19,629
+2,919
| +17% | +$62K | ﹤0.01% | 1818 |
|
|
2017
Q3 | $330K | Buy |
16,710
+34
| +0.2% | +$671 | ﹤0.01% | 1899 |
|
|
2017
Q2 | $342K | Sell |
16,676
-1,907
| -10% | -$39.1K | ﹤0.01% | 1830 |
|
|
2017
Q1 | $389K | Sell |
18,583
-351
| -2% | -$7.35K | ﹤0.01% | 1678 |
|
|
2016
Q4 | $373K | Buy |
18,934
+1,016
| +6% | +$20K | ﹤0.01% | 1608 |
|
|
2016
Q3 | $307K | Sell |
17,918
-78
| -0.4% | -$1.34K | ﹤0.01% | 1704 |
|
|
2016
Q2 | $319K | Buy |
17,996
+2,626
| +17% | +$46.5K | ﹤0.01% | 1619 |
|
|
2016
Q1 | $256K | Sell |
15,370
-935
| -6% | -$15.6K | ﹤0.01% | 1744 |
|
|
2015
Q4 | $264K | Buy |
16,305
+4
| +0% | +$65 | ﹤0.01% | 1692 |
|
|
2015
Q3 | $263K | Sell |
16,301
-3,180
| -16% | -$51.3K | ﹤0.01% | 1636 |
|
|
2015
Q2 | $300K | Buy |
+19,481
| New | +$300K | ﹤0.01% | 1636 |
|